INVESCO BULLETSHARES 2027 HI (BSJR) Institutional Shareholders
INVESCO BULLETSHARES 2027 HI (BSJR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $565.06M in BSJR holdings during the latest filing period.
Mirador Capital Partners Lp is currently the largest disclosed institutional shareholder of BSJR tracked by InsiderSet, reporting ownership valued at approximately $53.52M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $53.64M, representing an estimated gain of +0.22% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 50% of the total disclosed BSJR value among the investors covered in this analysis. Major shareholders include Mirador Capital Partners Lp, Lpl Financial Llc, Cetera Investment Advisers, and several other long-term asset managers with concentrated positions in INVESCO BULLETSHARES 2027 HI (BSJR).
This page ranks the largest institutional BSJR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
169
Total Reported Value
$565.06M
Largest Holder
Mirador Capital Partners Lp
Largest Position
$53.52M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
113
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Mirador Capital Partners Lp | 6.56% | 2,395,160 | $53,521,290 | $53,639,608 | +$118,318 | +0.22% | |
| Lpl Financial Llc | 0.01% | 1,976,475 | $44,203,855 | $44,263,158 | +$59,303 | +0.13% | |
| Cetera Investment Advisers | 0.04% | 1,612,081 | $36,054,200 | $36,102,554 | +$48,354 | +0.13% | |
| Raymond James Financial Inc | 0.01% | 1,357,172 | $30,353,140 | $30,393,867 | +$40,727 | +0.13% | |
| Wells Fargo & Company/Mn | 0.01% | 1,177,150 | $26,326,952 | $26,362,274 | +$35,322 | +0.13% | |
| Morgan Stanley | 0.00% | 1,111,590 | $24,860,740 | $24,894,058 | +$33,318 | +0.13% | |
| Larson Financial Group Llc | 0.69% | 959,603 | $21,461,512 | $21,490,309 | +$28,797 | +0.13% | |
| Ashton Thomas Private Wealth, Llc | 0.36% | 768,762 | $17,178,448 | $17,216,425 | +$37,977 | +0.22% | |
| Osaic Holdings, Inc. | 0.02% | 662,459 | $14,817,520 | $14,835,769 | +$18,249 | +0.12% | |
| Mercer Global Advisors Inc | 0.02% | 617,617 | $13,813,015 | $13,831,533 | +$18,518 | +0.13% | |
| Ubs Group Ag | 0.00% | 582,999 | $13,038,773 | $13,056,263 | +$17,490 | +0.13% | |
| Bank Of America Corp | 0.00% | 536,744 | $12,004,282 | $12,020,382 | +$16,100 | +0.13% | |
| Captrust Financial Advisors | 0.02% | 491,544 | $10,993,382 | $11,008,128 | +$14,746 | +0.13% | |
| Accurate Wealth Management, Llc | 1.02% | 475,561 | $10,647,811 | $10,650,189 | +$2,378 | +0.02% | |
| Altium Investment Strategies Llc | 15.33% | 475,561 | $10,647,811 | $10,650,189 | +$2,378 | +0.02% | |
| Parkway Wealth Management Group, Llc | 1.18% | 456,265 | $10,195,514 | $10,218,055 | +$22,541 | +0.22% | |
| Advisory Alpha, Llc | 0.26% | 432,133 | $9,664,655 | $9,677,619 | +$12,964 | +0.13% | |
| Collective Family Office Llc | 1.67% | 366,184 | $8,182,601 | $8,200,691 | +$18,090 | +0.22% | |
| Sfe Investment Counsel | 1.29% | 360,230 | $8,056,544 | $8,067,351 | +$10,807 | +0.13% | |
| Ironwood Financial, Llc | 1.26% | 358,454 | $8,023,025 | $8,027,577 | +$4,552 | +0.06% | |
| Banta Asset Management Lp | 6.59% | 330,285 | $7,380,417 | $7,396,733 | +$16,316 | +0.22% | |
| Commonwealth Equity Services, Llc | 0.01% | 322,104 | $7,197,600 | $7,213,519 | +$15,919 | +0.22% | |
| Verity Asset Management, Inc. | 2.98% | 317,782 | $7,107,213 | $7,116,728 | +$9,515 | +0.13% | |
| Intrua Financial, Llc | 0.66% | 309,958 | $6,926,200 | $6,941,509 | +$15,309 | +0.22% | |
| Chatham Capital Group, Inc. | 0.85% | 298,406 | $6,668,080 | $6,682,802 | +$14,722 | +0.22% | |
| Modern Wealth Management, Llc | 0.10% | 268,330 | $6,009,602 | $6,009,250 | -$352 | -0.01% | |
| Old Second National Bank Of Aurora | 1.00% | 236,667 | $5,288,466 | $5,300,157 | +$11,691 | +0.22% | |
| Ark Wealth Advisors Llc | 5.20% | 234,696 | $5,248,976 | $5,256,017 | +$7,041 | +0.13% | |
| Howard Wealth Management, Llc | 1.73% | 209,291 | $4,676,751 | $4,687,072 | +$10,321 | +0.22% | |
| Ameriprise Financial Inc | 0.00% | 196,925 | $4,398,474 | $4,410,135 | +$11,661 | +0.27% | |
| Oder Investment Management, Llc | 3.25% | 189,091 | $4,229,014 | $4,234,693 | +$5,679 | +0.13% | |
| Kestra Advisory Services, Llc | 0.01% | 176,687 | $3,948,174 | $3,956,905 | +$8,731 | +0.22% | |
| Jones Financial Companies Lllp | 0.00% | 176,295 | $3,913,740 | $3,948,127 | +$34,387 | +0.88% | |
| River Street Advisors Llc | 1.10% | 167,642 | $3,746,062 | $3,754,343 | +$8,281 | +0.22% | |
| Pacific Wealth Strategies Group, Inc. | 2.09% | 162,746 | $3,636,657 | $3,644,697 | +$8,040 | +0.22% | |
| Prospera Financial Services Inc | 0.05% | 160,293 | $3,581,984 | $3,589,762 | +$7,778 | +0.22% | |
| Sidoxia Capital Management, Llc | 2.37% | 144,834 | $3,236,403 | $3,243,557 | +$7,154 | +0.22% | |
| Glass Jacobson Investment Advisors Llc | 0.98% | 141,191 | $3,154,999 | $3,161,972 | +$6,973 | +0.22% | |
| Foundations Investment Advisors, Llc | 0.04% | 128,927 | $2,883,463 | $2,887,320 | +$3,857 | +0.13% | |
| Tower Research Capital Llc (Trc) | 0.07% | 123,465 | $2,761,295 | $2,764,999 | +$3,704 | +0.13% | |
| Horizons Wealth Management | 1.83% | 123,176 | $2,754,832 | $2,758,527 | +$3,695 | +0.13% | |
| Independent Advisor Alliance | 0.03% | 121,646 | $2,720,637 | $2,724,262 | +$3,625 | +0.13% | |
| Invesco Ltd. | 0.00% | 111,804 | $2,500,497 | $2,503,851 | +$3,354 | +0.13% | |
| Stifel Financial Corp | 0.00% | 108,140 | $2,418,550 | $2,421,795 | +$3,245 | +0.13% | |
| Compound Planning, Inc. | 0.07% | 104,655 | $2,340,608 | $2,343,749 | +$3,141 | +0.13% | |
| Jane Street Group, Llc | 0.00% | 98,004 | $2,191,859 | $2,194,800 | +$2,941 | +0.13% | |
| Private Advisor Group, Llc | 0.01% | 93,250 | $2,083,717 | $2,088,334 | +$4,617 | +0.22% | |
| Independent Wealth Advisors Llc | 1.78% | 88,041 | $1,967,319 | $1,971,678 | +$4,359 | +0.22% | |
| Royal Bank Of Canada | 0.00% | 84,438 | $1,889,000 | $1,890,989 | +$1,989 | +0.11% | |
| Cwm, Llc | 0.00% | 78,569 | $1,757,196 | $1,759,553 | +$2,357 | +0.13% |
Frequently asked questions about BSJR
Who owns the most BSJR stock?
The largest holders of BSJR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INVESCO BULLETSHARES 2027 HI (BSJR).
Is BSJR widely held by superinvestors?
Many widely followed stocks like BSJR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly BSJR is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.